WM
WM
William Michaelsen
28 Years of Experience
Palo Alto, CA
1 DisclosureBroker
William Michaelsen is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History (1)
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Customer Dispute
April 2000Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2001 - June 2009 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
June 2000 - June 2009 · 9 yrs
Painewebber IncorporatedBroker
December 1997 - June 2000 · 2 yrs 6 mos
State Registrations33 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.